Remote Protection Planning Advisor – Coaching & Growth

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside in Oregon. You will work with warm leads who requested information on financial-protection options, and you will be trained, coached, and measured on activity and results.

The role emphasizes explaining benefits clearly, enrolling clients when appropriate, maintaining a consistent follow-up rhythm, and advancing toward leadership based on performance. Interviews are conducted on Zoom.

Qualifications

• Must be comfortable communicating with clients.
• Coachable and competitive.
• Comfortable on camera during interviews.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Coachable

On-camera

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside in Oregon. You will work with warm leads who requested information on financial-protection options, and you will be trained, coached, and measured on activity and results.

The role emphasizes explaining benefits clearly, enrolling clients when appropriate, maintaining a consistent follow-up rhythm, and advancing toward leadership based on performance. Interviews are conducted on Zoom.